RM
RM
Ryan Morelli
24 Years of Experience
Calabasas, CA
4 DisclosuresSells Insurance
Ryan Morelli is a registered investment advisor at Educated Solutions, based in Calabasas, CA, with 24 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 80 clients with $44M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
80 clients
Average Client Portfolio
$550K average
Assets Under Management
$44.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1063 Meadows End Drive, Calabasas, CA, 91302
Get directionsHistory
Regulatory History (4)
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Employment Separation After Allegations
May 2019Criminal
February 2013Final Disposition
Regulatory
December 2012Final
Criminal
July 2012Final Disposition
Other Business ActivitiesSells Insurance
Ryan is a licensed insurance agent.
Employment History
Current Registrations
Educated Solutions
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Wealthsource® Partners, LLC
November 2016 - May 2019 · 2 yrs 6 mos
Wealthsource Partners, LLC
February 2016 - May 2016 · 3 mos
Avant-Garde Advisors LLC
April 2015 - February 2016 · 10 mos
Capital Markets Iq, LLC
June 2013 - May 2015 · 1 yr 11 mos
Secure Retirement Solutions, INC.
January 2006 - June 2013 · 7 yrs 5 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2005 - July 2005 · 4 mos
Partnervest Advisory Services LLC
June 2004 - February 2005 · 8 mos
Partnervest Securities, INC.Broker
June 2004 - February 2005 · 8 mos
Wachovia Securities Financial Network, LLCBroker
October 2003 - June 2004 · 8 mos
Penstar Trading, LLCBroker
May 2002 - May 2002 · 0 mos
Dean Witter Reynolds INC.Broker
November 1997 - February 2001 · 3 yrs 3 mos
State Registrations2 states
CATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.